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Telemark Asset Management’s Klaviyo KVYO Stock Holding History

Telemark Asset Management’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100,000
Closed -$4.12M – 54
2024
Q4 		$4.12M Buy
+100,000
New +$3.82M 0.41% 52
2024
Q1 		– Sell
-150,000
Closed -$4.17M – 65
2023
Q4 		$4.17M Sell
150,000
-50,000
-25% -$1.48M 0.62% 43
2023
Q3 		$6.9M Buy
+200,000
New +$6.86M 1.05% 31

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Telemark Asset Management's KVYO Position: Q1 2025 in Review

Telemark Asset Management sold out of Klaviyo (KVYO) in Q1 2025, closing a stake of 100,000 shares — an estimated $4.12M sold.

Telemark Asset Management first reported a position in KVYO in Q3 2023 and held it in 3 quarters. The position peaked at $6.9M in Q3 2023. 217 funds tracked by Wall St. Rank hold KVYO as of Q1 2025.

  • Telemark Asset Management reported no remaining Klaviyo position as of Q1 2025 after selling out during the quarter.
  • Telemark Asset Management sold 100,000 Klaviyo shares in Q1 2025, an estimated $4.12M.
  • Telemark Asset Management first reported a position in Klaviyo in Q3 2023 and held it in 3 quarters.
  • Telemark Asset Management's Klaviyo position peaked at $6.9M in Q3 2023.
  • 217 funds tracked by Wall St. Rank held Klaviyo as of Q1 2025.

Based on Telemark Asset Management's 13F filing for Q1 2025, filed 12 May 2025.